+594.5%
PH vs SEI
+644.4%
-49.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +0.6% |
| 7D | -1.3% | +22.6% | -23.9% | -5.8% |
| 30D | -11.0% | +9.1% | -20.1% | -13.2% |
| 3M | +5.5% | -11.3% | +16.9% | +6.2% |
| 6M | +1.5% | +22.0% | -20.6% | -5.9% |
| YTD | +8.8% | +47.3% | -38.5% | -4.4% |
| 1Y | +24.5% | +124.8% | -100.3% | -2.4% |
| 3Y | +141.2% | +591.3% | -450.1% | +24.6% |
| 5Y | +256.3% | +1,008.2% | -751.9% | +46.5% |
| All | +594.5% | +644.4% | -49.9% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling